Robyn H. Latchman, CFP, CLU, EPC

Robyn has more than three decades of experience providing ethical and expert financial planning, investment and insurance solutions to private clients and their families, small businesses and professional groups. Robyn’s specialty, as one of the first certified Elder Planning Counselors in Canada (EPC), includes guiding individuals in the planning of family care needs as we all age and are faced with caring for our elder parents and family members.

She brings a compassionate approach to her client-centered Barrie-area and Toronto practice as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and licensed independent insurance broker.

Robyn is a sought-after speaker by the accounting and legal professions. She is a member of several industry-related boards and advocacy groups. She has numerous notable designations and affiliations. Robyn is active in her community assisting charitable and non-profit organizations with her time and expertise. She is dedicated to her clients and to protecting their homes, their businesses, their families, and most importantly, themselves. Robyn currently sits on the Finance Committee, Development Committee and the Communications Committee for the BCF.